QuickBooks Point of Sale & QuickBooks Enterprise

If you’ve already setup the two new accounts, you can easily make them sub-accounts.  Begin by making sure they are directly underneath your regular checking account.  If they aren’t, right-click on the diamond next to the account and drag them to the right spot.  Then right-click on the diamond again and drag it to the right.  Be careful not to make one of the new accounts a sub-account of the other sub-account.  If done correctly, they’ll both be indented one space over underneath the checking account.  If not, one will be indented underneath the other sub-account.  If this happens, just right-click on the incorrect account and drag it to the left.  

You may get an error message that you need to put your list in the original order before you can start moving the accounts around.  This will change your list order.  If you don’t want to do this, right-click on the account you want to make a sub-account, select Edit Account, check the box next to Sub-account of, and select your regular checking account.

Now, you can reconcile either of the sub-accounts or the parent account.  When you’re ready to reconcile, select whichever account you want to reconcile.  If you choose the parent account, all the transactions within the sub-accounts will be combined in the reconcile window.